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220 hedge funds and large institutions have $3.1B invested in Yelp in 2017 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 52 increasing their positions, 90 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more call options, than puts

Call options by funds: $212M | Put options by funds: $126M

39% more capital invested

Capital invested by funds: $2.23B → $3.1B (+$871M)

30% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 40

5% more funds holding

Funds holding: 210220 (+10)

4.84% less ownership

Funds ownership: 92.61%87.77% (-4.8%)

22% less funds holding in top 10

Funds holding in top 10: 1814 (-4)

42% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 90

Holders
220
Holders Change
+10
Holders Change %
+4.76%
% of All Funds
5.48%
Holding in Top 10
14
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-22.22%
% of All Funds
0.35%
New
52
Increased
52
Reduced
90
Closed
40
Calls
$212M
Puts
$126M
Net Calls
+$85.3M
Net Calls Change
+$82.5M
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
201
Edge Wealth Management
New York
$112K -$16.4K -425 -14%
Capstone Investment Advisors
202
Capstone Investment Advisors
New York
$77K +$69.4K +1,800 New
RE
203
RBC Europe
United Kingdom
$69.3K +$61.7K +1,600 New
AG
204
Advisor Group
Arizona
$55K -$4.28K -111 -8%
SA
205
SpiderRock Advisors
Delaware
$48K
AIL
206
AGF Investments LLC
Ontario, Canada
$46K +$38.2K +990 New
LTFS
207
Ladenburg Thalmann Financial Services
Florida
$33K -$16.2K -420 -35%
IA
208
IFP Advisors
Florida
$30K +$11.6K +300 +75%
CG
209
Cutler Group
California
$21K -$2.31M -59,873 -99%
FAM
210
Fred Alger Management
New York
$12K -$2.26M -58,614 -100%
QCG
211
Quadrant Capital Group
Ohio
$10K
AIM
212
Advantage Investment Management
Iowa
$9K
AF
213
Allworth Financial
California
$9K
OIA
214
OneDigital Investment Advisors
Kansas
$9K
WAP
215
Wealthcare Advisory Partners
Pennsylvania
$9K +$7.71K +200 New
ClearBridge Investments
216
ClearBridge Investments
New York
$8K
MAM
217
Meeder Asset Management
Ohio
$5K -$12K -311 -74%
GWM
218
Geneos Wealth Management
Colorado
$4K -$9.64K -250 -71%
US Bancorp
219
US Bancorp
Minnesota
$4K
Walleye Trading
220
Walleye Trading
New York
$3.67K -$2.7M -70,011 -45%
IP
221
Intellectus Partners
California
$3K
TCM
222
TCS Capital Management
New York
-$14.2M -472,000 Closed
SAMH
223
Shanda Asset Management Holdings
British Virgin Islands
-$6.22M -207,132 Closed
KA
224
Kerrisdale Advisers
Florida
-$6M -200,000 Closed
UOC
225
UBS O'Connor
Illinois
-$6M -200,000 Closed

YELP Hedge Fund Activity: Q3 2017 in Review

220 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Yelp (YELP) for Q3 2017, worth a combined $3.1B — up 39% from $2.23B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new YELP positions and 40 closed out — a net gain of 12 holders — while 52 added to existing stakes and 90 trimmed.

The largest buyer was William Blair Investment Management, adding an estimated $93.8M. The largest seller was First Trust Advisors, cutting an estimated $74.2M.

  • 220 institutional investors held Yelp (YELP) as of Q3 2017, up from 210 in Q2 2017.
  • Funds reported $3.1B of Yelp stock for Q3 2017, up 39% quarter-over-quarter.
  • 52 funds opened new Yelp positions in Q3 2017 and 40 closed out, a net change of +12 holders.
  • The largest Yelp buyer in Q3 2017 was William Blair Investment Management, an estimated $93.8M added.
  • The largest Yelp seller in Q3 2017 was First Trust Advisors, an estimated $74.2M sold.

Based on aggregated 13F filings for Q3 2017.